See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,724,880 | $152,587+1030.4% | $125,175+1278.0% | $152,861+1028.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.66% | 54.84%-44.2pp | 43.79%-33.1pp | 345.32%-334.7pp |
| Employer contribution / active EE | $37,000 | $4,946+648.0% | $3,865+857.2% | $4,762+676.9% |
| Participant deferral / active EE | $25,000 | $5,868+326.0% | $4,937+406.4% | $5,850+327.3% |
| Admin fee / account holder | $56,714 | $13,434+322.2% | $9,702+484.6% | $11,596+389.1% |